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Family Legacy Binder

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$45.00
$45.00
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Core Product: The Family Legacy Binder — fillable Word document and print-ready (complete 2-section, 10-subsection system covering family info, estate docs, business succession, Military benefits, real estate, investments, digital accounts, and final wishes)

Bonus 1: The Family Protection Quick-Start Guide — tells you exactly which 3 sections to complete first, what to gather before you sit down, and how to finish the critical sections in one focused weekend

Bonus 2: The Estate Planning Gap Checklist — a plain-language checklist of the 10 most common legal document gaps (pulled directly from your binder's Critical Action Items section), with action steps for each

Bonus 3: The "What Your Spouse Needs to Know" Conversation Guide — how to sit down with your spouse and walk through this binder together, including what to say and what questions to answer


You will get the following files:
  • DOCX (18KB)
  • DOCX (16KB)
  • DOCX (16KB)
  • DOCX (16KB)
  • DOCX (62KB)